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Category: Investment Advisory

January 28, 2020

Debora May and Wendy Moyers Selected by Washingtonian Magazine as Top Financial Advisors in the Washington, DC Metropolitan Region

January 29, 2020 (Bethesda, MD & Washington, DC) – Debora May, CPA, CFP®, CDFA® and Wendy Moyers, CFP®, CDFA®, respectively Executive Vice President and Senior Financial Advisor at Councilor, Buchanan & Mitchell, P.C., have been recognized by Washingtonian Magazine as top financial advisors in the Washington, DC metropolitan region. This is the eighth such recognition for Ms. May and the first for Ms. Moyers. Winners are selected through a peer review process managed and administered by the magazine. Debora May, CPA,… Read more ›

December 20, 2019

May Barnhard Investments Launches New Website

December 20, 2019 (Bethesda, MD & Washington, DC) – May Barnhard Investments, the fee-only financial advisory affiliate of Councilor, Buchanan & Mitchell, P.C., has launched its new website, providing details about the expertise of MBI’s nine financial and investment management professionals, and an overview of the firm’s relationships with individual and institutional clients. The new May Barnhard Investments website can be accessed at www.maybarnhardinvestments.com. “When we welcomed MBI in late 2018, we wanted to enhance its visibility so clients understood… Read more ›

November 1, 2018

CBM Acquires Financial Planning and Investment Management Firm, May Barnhard Investments (MBI)

Acquisition Expands CBM Financial Planning and Investment Management Services CBM – Councilor, Buchanan & Mitchell, P.C. (CBM) has acquired May Barnhard Investments, LLC (MBI) effective November 1, 2018. MBI, a fee-only financial management firm, provides comprehensive financial planning and investment management services to help clients pursue their life goals with confidence. MBI was founded in 2013 by Debora May, CPA, CFP®, CDFA®, Judith Barnhard, CPA, CFP®, CDFA®, Jeff May, CPA and Alex Seleznev, MBA, CFP®, CFA. Ms. May, Ms. Barnhard… Read more ›

February 25, 2018

Debora May, Executive Vice President at CBM, Selected as 2018 Top Financial Advisor by Washingtonian Magazine

Debora May, CPA, CFP®, CDFA®, Executive Vice President at CBM, was recognized by Washingtonian Magazine as a 2018 Top Financial Advisor. This award, whose winners are selected by peers throughout the Washington metropolitan region and compiled by the magazine, is the seventh such recognition for Ms. May who has been listed by the Washingtonian for financial advisory expertise multiple times in the past. Ms. May has more than 30 years of experience in public accounting with significant experience in tax,… Read more ›

January 13, 2018

CBM Professionals Receive CPA and CFA Designations

Eva Tung and Jenny Wang, respectively Staff Accountant and Senior Investment Analyst at CBM – Councilor, Buchanan & Mitchell, P.C., respectively received their Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA) designations in December 2017. Both industry recognitions reflect the deepening accounting and financial advisory expertise available to CBM’s clients. “We are proud of our team members’ ongoing commitment to professional excellence,” said Peter B. Reilly, CPA, CVA, President and Managing Partner of CBM. “Eva and Jenny have worked… Read more ›

November 1, 2017

May & Barnhard, P.C., a Bethesda, MD-based Tax and Financial Consulting Firm, Becomes CBM

Top: John Comunale, Jeff May, Judy Barnhard, Dan Weaver, Holly Caporale, Keith Laudenberger Seated: Peter Reilly, Patricia Drolet, Debbie May, Richard Morris May & Barnhard, P.C., a tax and financial consulting firm based in Bethesda, MD, has become Councilor, Buchanan & Mitchell, P.C. (CBM) effective November 1. CBM, an accounting and advisory firm with offices in Bethesda, MD and Washington, DC, now has 82 client service and operations professionals. For 96 years, CBM has delivered high-quality financial management solutions to… Read more ›

October 2, 2017

CBM to Merge in Tax and Financial Consulting Expertise of May & Barnhard, P.C.

Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm based in Bethesda, MD, will merge in the tax and financial consulting expertise of May & Barnhard, P.C., effective November 1. The expansion will create a team of 82 team members including 10 partners. “I am pleased to welcome the professionals of May & Barnhard to CBM as we continue to enhance our breadth of services,” said Peter B. Reilly, CPA, CVA, President and Managing Partner of CBM…. Read more ›

August 22, 2017

3 Mid-Year Tax Planning Strategies for Individuals

In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can be more effective if you begin executing them midyear: 1. Consider your bracket The top income tax rate is 39.6% for taxpayers with taxable income over $418,400 (singles), $444,550 (heads of households) and $470,700 (married filing jointly; half that amount for married filing separately). If you expect… Read more ›